Venture Visionary Partners’s iShares iBonds Dec 2031 Term Corporate ETF IBDW Stock Holding History

Venture Visionary Partners’s Portfolio IBDW Stock Details IBDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$59.7M	Buy	2,853,427 +212,676	+8%	+$4.49M	1.99%	10
2025 Q4	$56.3M	Buy	2,640,751 +174,421	+7%	+$3.7M	1.84%	12
2025 Q3	$52.3M	Buy	2,466,330 +80,524	+3%	+$1.7M	1.8%	12
2025 Q2	$50.2M	Buy	2,385,806 +146,859	+7%	+$3.03M	1.88%	11
2025 Q1	$46.5M	Buy	2,238,947 +152,184	+7%	+$3.12M	1.95%	8
2024 Q4	$42.5M	Buy	2,086,763 +146,004	+8%	+$3.02M	1.8%	10
2024 Q3	$41.2M	Buy	1,940,759 +263,039	+16%	+$5.48M	1.79%	9
2024 Q2	$34M	Buy	1,677,720 +136,980	+9%	+$2.76M	1.57%	11
2024 Q1	$31.6M	Buy	1,540,740 +379,670	+33%	+$7.76M	1.5%	12
2023 Q4	$24.1M	Buy	1,161,070 +709,813	+157%	+$14M	1.27%	14
2023 Q3	$8.75M	Buy	451,257 +29,003	+7%	+$577K	0.53%	49
2023 Q2	$8.56M	Buy	422,254 +52,182	+14%	+$1.06M	0.5%	54
2023 Q1	$7.64M	Buy	370,072 +183,703	+99%	+$3.75M	0.48%	52
2022 Q4	$3.71M	Buy	+186,369	New	+$3.69M	0.27%	96

Other funds holding IBDW

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Venture Visionary Partners's IBDW Position: Q1 2026 in Review

Venture Visionary Partners increased its iShares iBonds Dec 2031 Term Corporate ETF (IBDW) stake by 8.1% in Q1 2026, buying an estimated $4.49M and bringing the position to 2,853,427 shares worth $59.7M. The position accounts for 1.99% of the portfolio, ranked #10.

Venture Visionary Partners first reported a position in IBDW in Q4 2022 and has held it in 14 quarters since. 288 funds tracked by Wall St. Rank hold IBDW as of Q1 2026.

Venture Visionary Partners held 2,853,427 shares of iShares iBonds Dec 2031 Term Corporate ETF worth $59.7M as of Q1 2026.
Venture Visionary Partners bought 212,676 iShares iBonds Dec 2031 Term Corporate ETF shares in Q1 2026, an estimated $4.49M.
iShares iBonds Dec 2031 Term Corporate ETF made up 1.99% of Venture Visionary Partners's portfolio in Q1 2026, its #10 holding.
Venture Visionary Partners first reported a position in iShares iBonds Dec 2031 Term Corporate ETF in Q4 2022 and has held it in 14 quarters since.
288 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Corporate ETF as of Q1 2026.

Based on Venture Visionary Partners's 13F filing for Q1 2026, filed 14 May 2026.